PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNIFIED SERVICES OF TEXAS, LLC
Sponsor portfolio

UNIFIED SERVICES OF TEXAS, LLC

EIN 75-2383697-Construction-Latest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
62
2110 GREENBRIAR DRIVE - SOUTHLAKE, TX 76092817-481-9510
Plans on this EIN
2 filings
#002ESOP-$3.3M - 27 part#001401k-$2.6M - 35 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE STOCK OWNERSHIP (#002)56%
  • UST 401K PLAN (#001)44%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UST 401K PLAN (#001)35
  • EMPLOYEE STOCK OWNERSHIP (#002)27
Total 62Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIFIED SERVICES OF TEXAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UST 401K PLAN

401k

Assets$2.6M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNIFIED SERVICES OF TEXAS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M272024
001UST 401K PLAN401k$2.6M352025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica